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iShares Core S&P Small-Cap ETF

2,495 hedge funds and large institutions have $57.2B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 1,067 increasing their positions, 1,041 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,495
Holders Change
-103
Holders Change %
-3.96%
% of All Funds
33.89%
Holding in Top 10
323
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-11.51%
% of All Funds
4.39%
New
115
Increased
1,067
Reduced
1,041
Closed
160
Calls
$55.5M
Puts
$39.4M
Net Calls
+$16.1M
Net Calls Change
-$54.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1851
Appleton Partners
Massachusetts
$450K -$14.7K -140 -3%
AFO
1852
Allie Family Office
Florida
$449K +$25.6K +245 +6%
BCM
1853
BTC Capital Management
Iowa
$448K -$29.9K -286 -6%
MWM
1854
Melfa Wealth Management
Massachusetts
$446K -$13.7K -131 -3%
SRC
1855
Sage Rhino Capital
California
$444K
FYW
1856
Future You Wealth
New York
$443K +$185K +1,769 +72%
SHF
1857
Stage Harbor Financial
Massachusetts
$443K
PHIC
1858
Pine Haven Investment Counsel
Massachusetts
$442K
HVIA
1859
Hudson Valley Investment Advisors
New York
$441K -$105 -1 -0%
JFG
1860
Jefferies Financial Group
New York
$439K -$5.06M -48,416 -92%
KA
1861
Kooman & Associates
Pennsylvania
$438K +$15.5K +148 +4%
SWTS
1862
Stonehaven Wealth & Tax Solutions
Wisconsin
$438K +$99.6K +952 +29%
IWP
1863
Invenio Wealth Partners
Florida
$437K -$2.82K -27 -0.6%
LF
1864
Lantz Financial
Illinois
$437K +$25K +239 +6%
SVWG
1865
Shared Vision Wealth Group
United States
$437K +$10K +96 +2%
OWM
1866
Orgel Wealth Management
Wisconsin
$436K -$12.2K -117 -3%
DI
1867
DAGCO Inc
Ohio
$435K -$7.22K -69 -2%
KL
1868
KWMG LLC
Kansas
$434K -$244K -2,336 -36%
FG
1869
Foster Group
Iowa
$433K -$63.2K -604 -13%
SFO
1870
Stokes Family Office
Louisiana
$432K -$11.7K -112 -3%
BBPWM
1871
Blue Bell Private Wealth Management
Pennsylvania
$432K +$56.3K +538 +15%
AA
1872
Apriem Advisors
California
$431K -$105K -1,000 -20%
MA
1873
Marquette Associates
Illinois
$430K -$1.54M -14,711 -78%
WH
1874
Willner & Heller
California
$430K -$523 -5 -0.1%
AWG
1875
Altus Wealth Group
Colorado
$429K +$2.93K +28 +0.7%